Panoramic Capital Partners
Latest statistics and disclosures from Panoramic Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OEF, CGCB, IJR, IJH, and represent 66.22% of Panoramic Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: CGCB, TSLA, PLTR, AAPL, IJH, LRCX, AMD, KLAC, VSGX, AMGN.
- Started 8 new stock positions in AMGN, VSGX, PLTR, AMD, LRCX, KLAC, CRM, MU.
- Reduced shares in these 10 stocks: IBTF, OEF, SGOV, PM, UNP, , PG, SBUX, V, HD.
- Sold out of its positions in IBTF, ORCL, PM, PG, UNP.
- Panoramic Capital Partners was a net buyer of stock by $5.2M.
- Panoramic Capital Partners has $163M in assets under management (AUM), dropping by 4.76%.
- Central Index Key (CIK): 0002052992
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Portfolio Holdings for Panoramic Capital Partners
Panoramic Capital Partners holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.0 | $39M | 57k | 684.95 |
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| Ishares Tr S&p 100 Etf (OEF) | 12.7 | $21M | -2% | 61k | 342.97 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 12.2 | $20M | +18% | 751k | 26.52 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 9.2 | $15M | 124k | 120.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 8.1 | $13M | +2% | 201k | 66.00 |
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| Microsoft Corporation (MSFT) | 5.2 | $8.4M | 17k | 483.61 |
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| Apple (AAPL) | 3.5 | $5.7M | +6% | 21k | 271.86 |
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| NVIDIA Corporation (NVDA) | 3.0 | $4.8M | 26k | 186.50 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.2 | $3.6M | -7% | 36k | 100.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $2.7M | 3.9k | 681.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.3M | 7.3k | 313.00 |
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| Amazon (AMZN) | 1.1 | $1.9M | 8.1k | 230.82 |
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| Tesla Motors (TSLA) | 1.1 | $1.8M | +103% | 3.9k | 449.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.6M | 5.0k | 313.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.5M | 4.5k | 335.27 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.5M | 1.7k | 862.34 |
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| Visa Com Cl A (V) | 0.6 | $970k | -10% | 2.8k | 350.71 |
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| Johnson & Johnson (JNJ) | 0.5 | $896k | 4.3k | 206.95 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $886k | 16k | 53.88 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $862k | 1.4k | 603.36 |
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| Meta Platforms Cl A (META) | 0.5 | $848k | -6% | 1.3k | 660.09 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $781k | 2.4k | 322.22 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $733k | NEW | 4.1k | 177.75 |
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| Broadcom (AVGO) | 0.4 | $728k | +3% | 2.1k | 346.10 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $662k | 6.9k | 96.03 |
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| Woodward Governor Company (WWD) | 0.4 | $620k | 2.1k | 302.32 |
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| Eli Lilly & Co. (LLY) | 0.4 | $600k | 558.00 | 1074.68 |
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| SYSCO Corporation (SYY) | 0.4 | $579k | 7.9k | 73.69 |
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| Wal-Mart Stores (WMT) | 0.3 | $500k | 4.5k | 111.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $439k | -14% | 874.00 | 502.65 |
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| Ge Aerospace Com New (GE) | 0.3 | $435k | 1.4k | 308.14 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $429k | -2% | 752.00 | 570.88 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $417k | 2.3k | 183.40 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $411k | +4% | 3.4k | 120.96 |
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| Home Depot (HD) | 0.2 | $401k | -17% | 1.2k | 344.10 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $400k | 702.00 | 570.21 |
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| Copart (CPRT) | 0.2 | $398k | +20% | 10k | 39.15 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $380k | 7.2k | 52.88 |
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| Caterpillar (CAT) | 0.2 | $337k | 588.00 | 572.87 |
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| Sherwin-Williams Company (SHW) | 0.2 | $337k | 1.0k | 324.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $319k | 1.1k | 303.89 |
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| Nike CL B (NKE) | 0.2 | $291k | 4.6k | 63.71 |
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| Wells Fargo & Company (WFC) | 0.2 | $283k | +2% | 3.0k | 93.19 |
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| Moody's Corporation (MCO) | 0.2 | $282k | -6% | 551.00 | 510.85 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $278k | +5% | 2.3k | 120.34 |
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| FedEx Corporation (FDX) | 0.2 | $255k | 882.00 | 288.70 |
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| Bank of America Corporation (BAC) | 0.2 | $254k | 4.6k | 55.00 |
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| Ferrari Nv Ord (RACE) | 0.2 | $250k | 677.00 | 369.56 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $248k | NEW | 1.5k | 171.18 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $248k | 4.8k | 51.60 |
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| Advanced Micro Devices (AMD) | 0.1 | $243k | NEW | 1.1k | 214.16 |
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| Servicenow (NOW) | 0.1 | $238k | +374% | 1.6k | 153.19 |
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| Netflix (NFLX) | 0.1 | $237k | +912% | 2.5k | 93.76 |
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| Kla Corp Com New (KLAC) | 0.1 | $222k | NEW | 183.00 | 1215.08 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $218k | NEW | 3.1k | 71.61 |
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| Amgen (AMGN) | 0.1 | $218k | NEW | 665.00 | 327.50 |
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| Ge Vernova (GEV) | 0.1 | $217k | 332.00 | 653.57 |
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| Starbucks Corporation (SBUX) | 0.1 | $217k | -36% | 2.6k | 84.21 |
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| Abbvie (ABBV) | 0.1 | $216k | 943.00 | 228.49 |
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| salesforce (CRM) | 0.1 | $212k | NEW | 801.00 | 264.91 |
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| Fastenal Company (FAST) | 0.1 | $204k | -11% | 5.1k | 40.13 |
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| Micron Technology (MU) | 0.1 | $203k | NEW | 710.00 | 285.41 |
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Past Filings by Panoramic Capital Partners
SEC 13F filings are viewable for Panoramic Capital Partners going back to 2024
- Panoramic Capital Partners 2025 Q4 filed Jan. 7, 2026
- Panoramic Capital Partners 2025 Q3 filed Oct. 17, 2025
- Panoramic Capital Partners 2025 Q2 filed July 18, 2025
- Panoramic Capital Partners 2025 Q1 filed April 14, 2025
- Panoramic Capital Partners 2024 Q4 filed Jan. 29, 2025